Vault-13

FIRST TR EXCHNG TRADED FD VI XOCT

FT VEST U.S · ETP · CUSIP 33740F367

35 institutional holders -2 vs Q2 2025
2,251,3682.3m shares reported held*
$82.9mreported value*
7 new 4 added 13 reduced 8 sold out net sold ≈ $16.4m (-443.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $36.84.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

02040Q4 23: 18Q1 24: 22Q2 24: 23Q3 24: 21Q4 24: 33Q1 25: 33Q2 25: 37Q3 25: 3535Q4 23Q2 24Q4 24Q2 25Q3 25
Numbers
QuarterHolders
Q4 202318
Q1 202422
Q2 202423
Q3 202421
Q4 202433
Q1 202533
Q2 202537
Q3 202535

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 24: 14 bought or addedQ1 24: 7 cut or sold outQ1 24Q2 24: 9 bought or addedQ2 24: 14 cut or sold outQ3 24: 10 bought or addedQ3 24: 16 cut or sold outQ3 24Q4 24: 22 bought or addedQ4 24: 9 cut or sold outQ1 25: 11 bought or addedQ1 25: 12 cut or sold outQ1 25Q2 25: 14 bought or addedQ2 25: 15 cut or sold outQ3 25: 11 bought or addedQ3 25: 21 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024147
Q2 2024914
Q3 20241016
Q4 2024229
Q1 20251112
Q2 20251415
Q3 20251121

Biggest buyers

OLD MISSION CAPITAL LLC New +46,317+46.3k
CITADEL ADVISORS LLC New +15,334+15.3k
IMC-Chicago, LLC New +13,846+13.8k
Sovran Advisors, LLC New +6,764+6.8k
Arlington Capital Management, Inc. New +5,673+5.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +4,137+4.1k
BARCLAYS PLC Added +921+921
AE Wealth Management LLC Added +870+870
Ashton Thomas Private Wealth, LLC Added +740+740
Advisory Services Network, LLC New +709+709

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -130,956-131.0k
Americana Partners, LLC Sold out -118,595-118.6k
Cetera Investment Advisers Reduced -85,378-85.4k
Objectivity Squared, LLC Reduced -46,869-46.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -26,850-26.9k
CreativeOne Wealth, LLC Sold out -23,161-23.2k
Sequent Planning LLC Reduced -16,040-16.0k
Bison Wealth, LLC Sold out -12,729-12.7k
Bouchey Financial Group, Ltd. Reduced -11,663-11.7k
REAP Financial Group, LLC Reduced -9,732-9.7k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FIRST TRUST PORTFOLIOS LP (4.0%, 2026-10-07)

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bouchey Financial Group, Ltd. 2.20% of their portfolio TROY, NY 773,675773.7k $28.5m $28.5m 2.20% Reduced -11.7k -11,663
2 Sequent Planning LLC 5.26% of their portfolio OMAHA, NE 503,159503.2k $18.5m $18.5m 5.26% Reduced -16.0k -16,040
3 Objectivity Squared, LLC 9.09% of their portfolio CHARLESTON, SC 413,364413.4k $15.2m $15.2m 9.09% Reduced -46.9k -46,869
4 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 155,102155.1k $5.7m $5.7m 0.01% Reduced -85.4k -85,378
5 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 64,08364.1k $2.4m $2.4m 0.01% Reduced -6.2k -6,247
6 OLD MISSION CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 46,31746.3k $1.7m $1.7m 0.06% New
7 SECURED RETIREMENT ADVISORS, LLC 0.76% of their portfolio ST LOUIS PARK, MN 36,97237.0k $1.4m $1.4m 0.76% Reduced -3.6k -3,585
8 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 26,51526.5k $970.2k $970.2k 0.00% Reduced -3.1k -3,076
9 Diligent Investors, LLC 0.25% of their portfolio REDLANDS, CA 26,34826.3k $971.2k $971.2k 0.25% Unchanged
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 21,63321.6k $797.0k $797.0k 0.00% Reduced -26.9k -26,850
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,04717.0k $628.4k $628.4k 0.00% Reduced -131.0k -130,956
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,33415.3k $565.2k $565.2k 0.00% New
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,67114.7k $540.8k $540.8k 0.00% Reduced -5.7k -5,746
14 Ignite Planners, LLC 0.09% of their portfolio SAN CLEMENTE, CA 14,44414.4k $532.4k $532.4k 0.09% Reduced -822 -822
15 Bullseye Investment Management, LLC 0.29% of their portfolio CINCINNATI, OH 13,99614.0k $473.6k $473.6k 0.29% Unchanged
16 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 13,84613.8k $510.4k $510.4k 0.01% New
17 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 13,52413.5k $498.5k $498.5k 0.01% Added +740 +740
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,41211.4k $420.6k $420.6k 0.00% Added +4.1k +4,137
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,1579.2k $337.5k $337.5k 0.00% Reduced -1.1k -1,110
20 LVZ, Inc. 0.04% of their portfolio Holland, MI 9,0009.0k $331.7k $331.7k 0.04% Unchanged
21 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 8,7728.8k $324.1k $324.1k 0.01% Unchanged
22 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,9737.0k $257.0k $257.0k 0.00% Added +870 +870
23 Sovran Advisors, LLC 0.02% of their portfolio SAN DIEGO, CA 6,7646.8k $252.0k $252.0k 0.02% New
24 Arlington Capital Management, Inc. 0.13% of their portfolio ARLINGTON HEIGHTS, IL 5,6735.7k $209.1k $209.1k 0.13% New
25 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,4505.5k $200.9k $200.9k 0.00% Added +921 +921
26 PFS Partners, LLC 0.07% of their portfolio MINE HILL, NJ 3,9183.9k $144.4k $144.4k 0.07% Unchanged
27 IMG Wealth Management, Inc. 0.10% of their portfolio JACKSONVILLE, FL 3,8903.9k $143.4k $143.4k 0.10% Unchanged
28 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,7503.8k $138.2k $138.2k 0.00% Unchanged
29 REAP Financial Group, LLC 0.02% of their portfolio AUSTIN, TX 2,9973.0k $110.5k $110.5k 0.02% Reduced -9.7k -9,732
30 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,2001.2k $44.2k $44.2k 0.00% Unchanged
31 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 709709 $26.1k $26.1k 0.00% New
32 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 660660 $24.3k $24.3k 0.01% Unchanged
33 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 600600 $22.1k $22.1k 0.00% Unchanged
34 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 346346 $12.8k $12.8k 0.00% Unchanged
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 6767 $2.5k $2.5k 0.00% New